The second quarter conference call on 17 Feb can not be a damp squib?
Slide 9 of the 16 Nov 2010 CC presentation for the Sep quarter noted Paladin has 3 deltas for share price appreciation:
1. Recalibration with metals index
2. Production growth
3. Strategic positioning
As for 2 & 3, Paladin is strategically positioned and has had the production growth despite power problems at Kayelekera in the December quarter.
Uranium Spot, it has more than recalibrated with metals index in the past year and while we should continue to see growth it might slow down a little. The MF Global Uranium U308 Price (Bloomberg Ticker MFURMDUR:IND)on Friday was up 57.0% over 6 months and 70.8% on a year. http://www.bloomberg.com/apps/quote?ticker=MFURMDUR:IND
In contrast:
The S&P GSCI Industrial Metals Index Spot (Bloomberg Ticker SPGSIN:IND) is up only 28.0% on 6 months and 39.7% on a year. Behind that comes S&P GSCI Precious Metals Index Spot (Bloomberg SPGSPM:IND) with respective rises of 17.7% and 31.6%.
The laggard at the moment is energy. S&P GSCI Energy Index Spot (Bloomberg SPGSEN:IND) only up 15.9% over 6 months and 24.5% over a year.
Let us hope for the best Conference Call and Investor Update ever.
Cheers
the 3 deltas for price rise are with us
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